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Vanderbilt Financial Group

Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the “Sustainable Broker Dealer.” The firm is the first Independent BD committed to investing with purpose. Through Impact Investments the firm offers investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™. Vanderbilt’s refreshing, unique, and progressive culture is a driving force to continue to be innovative constantly striving to positively impact their community.
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The Time is Right for Young Financial Advisors to Strike with Impact Investing

Posted by Vanderbilt Financial Group on 11/17/17 12:04 PM

Being a young financial advisor is no easy road. In addition to clients perceiving you as “green behind the ears”, it is a gargantuan task to convince someone to trust you with his or her money when you have less than $10MM in assets under management. This is all changing, however, with shifts in investor demographics and a growing consumer preference for more socially and environmentally friendly strategies. Unlike ages past, demographics are now working in favor of younger advisors. Another factor working in young advisors’ favor is the graying of the industry. Now is the time for young advisors to partner with the more senior advisors who are looking to exit within the next 5 to 10 years. This will create continuity for their practices and a viable succession plan.  There is such a shortage of young advisors in the industry that the opportunity there is ripe for the taking!

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Impact Investing: Temporary Trend or Paradigm Shift?

Posted by Vanderbilt Financial Group on 10/20/17 1:23 PM

Many advisors are still hesitant to jump into impact investing. We asked Managing Partner at TriLinc Global, Joan Trant, to share her thoughts on this increasingly talked about approach to investing.

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Topics: Impact Investing

NYC Sustainable Investment Conference

Posted by Vanderbilt Financial Group on 10/13/17 3:58 PM

We’re excited to be co-sponsoring the NYC Sustainable Investment Conference which will be held next Thursday. Gitterman Wealth Management chose Vanderbilt Financial Group as their new Broker Dealer this past summer, and we couldn’t be happier to participate n this event, which is so well aligned with our mission as the Sustainable Broker Dealer.

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Topics: Impact Investing

UN SDGs: How These 17 Goals Will Transform Our World and Your Business

Posted by Vanderbilt Financial Group on 9/25/17 2:40 PM

All eyes have been on the United Nations this week as they hold their 72nd Regular Session of the UN General Assembly at their New York headquarters. In the past 2 years, the UN has put a big focus on what has been dubbed on social media as #globalgoals. The Sustainable Development Goals (SDGs) consist of “17 Goals to Transform Our World.” Each goal is then broken down into specific targets that are clearly defined. You can find the 17 goals listed here: Sustainable Development Goals

 

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Equifax Data Breach: What You Need to Know Now

Posted by Vanderbilt Financial Group on 9/14/17 1:06 PM

There is a lot of fear and confusion surrounding the massive Equifax data breach which has affected millions of Americans. We’d like to share our Chief Compliance Officer, Barry Champney’s initial reaction to this breach which is relevant and helpful to both Financial Advisors and their clients.

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Topics: Financial Advisors, Equifax Data Breach, Barry Champney

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